See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $37,077 |
SENTINEL PENSION ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $19,254 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,270 | $82,664+122.9% | $125,339+47.0% | $68,494+169.0% |
| Participation rate | 90.5% | 75.0%+15.5pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -20.00% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $3,775 | $3,381+11.7% | $4,814-21.6% | $2,596+45.4% |
| Participant deferral / active EE | $12,158 | $6,110+99.0% | $7,446+63.3% | $4,027+201.9% |
| Admin fee / account holder | $548 | $6,275-91.3% | $10,010-94.5% | $5,403-89.9% |